AAON ($AAON) posted quarterly earnings results for Q4 2025 on Monday, March 2nd. The company reported earnings of $0.39 per share, missing estimates of $0.46 by $0.07. The company also reported revenue of $424,220,000, beating estimates of $379,797,000 by $44,423,000.
You can see Quiver Quantitative's $AAON stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
AAON Insider Trading Activity
AAON insiders have traded $AAON stock on the open market 10 times in the past 6 months. Of those trades, 4 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $AAON stock by insiders over the last 6 months:
- GARY D FIELDS has made 0 purchases and 4 sales selling 30,299 shares for an estimated $3,187,509.
- REBECCA THOMPSON (Chief Financial Officer) has made 0 purchases and 2 sales selling 9,350 shares for an estimated $758,197.
- STEPHEN E WAKEFIELD (Executive Vice President) has made 3 purchases buying 6,141 shares for an estimated $484,400 and 0 sales.
- MATTHEW SHAUB (Executive Vice President) purchased 428 shares for an estimated $34,967
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
AAON Hedge Fund Activity
We have seen 189 institutional investors add shares of AAON stock to their portfolio, and 271 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP added 2,099,385 shares (+44.3%) to their portfolio in Q4 2025, for an estimated $160,078,106
- FRANKLIN RESOURCES INC added 1,209,205 shares (+8956.4%) to their portfolio in Q4 2025, for an estimated $92,201,881
- CHAMPLAIN INVESTMENT PARTNERS, LLC removed 655,616 shares (-28.3%) from their portfolio in Q4 2025, for an estimated $49,990,720
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 646,494 shares (-75.9%) from their portfolio in Q4 2025, for an estimated $49,295,167
- FULLER & THALER ASSET MANAGEMENT, INC. removed 595,091 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $55,605,303
- IMPAX ASSET MANAGEMENT GROUP PLC added 487,601 shares (+53.2%) to their portfolio in Q4 2025, for an estimated $37,179,576
- CLEAN ENERGY TRANSITION LLP removed 469,308 shares (-91.4%) from their portfolio in Q4 2025, for an estimated $35,784,735
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
AAON Analyst Ratings
Wall Street analysts have issued reports on $AAON in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 10/14/2025
To track analyst ratings and price targets for AAON, check out Quiver Quantitative's $AAON forecast page.
AAON Price Targets
Multiple analysts have issued price targets for $AAON recently. We have seen 2 analysts offer price targets for $AAON in the last 6 months, with a median target of $116.0.
Here are some recent targets:
- Brent Thielman from DA Davidson set a target price of $120.0 on 02/03/2026
- Noah Kaye from Oppenheimer set a target price of $112.0 on 10/14/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
